Accounting Practice Insights - Our Blog

Our Blog is a collection of lessons, insights and observations borrowed from our books, work, life and ongoing client experiences. It all started simply enough…from a hand-written notebook of insights and observations from successful deals, thriving practices, ambitious owners, optimistic sellers and eager buyers.

Month: September 2015

You Are Only as Good as Your Best Clients One of my best clients told me that! What is it about people who build successful businesses? Do you have clients like this? Do you understand them because if you do, they can be a heck of a lot of fun to work with. These […]

Post-Merger Integration If you are acquiring an accounting practice, expediting the integration of staff is important. The sooner you can tap into the talent of the people from the target firm, the sooner your bottom line increases. That sounds really simple and obvious doesn’t it? The key is in the execution. Here are […]

Podcast on Marketing for Accountants Believe it or not, there is actually a company that focuses exclusively on building websites for accountants. Listen to our exciting conversation with Matt Wilkinson, founder and CEO of Bizink. Matt has some amazing insights on marketing for accountants and has helped many firms become incredible online. Here are just […]

Why Client Loyalty is a Major Plus When Buying a CPA Firm 3 Reasons why it benefits the buyer when clients have been loyal to the seller. Here is a common statement we hear from sellers: “My clients are really loyal to me personally and many have been with us for many, many years. […]